EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.19M
3
+$2M
4
CAC icon
Camden National
CAC
+$1.87M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.4M

Top Sells

1
+$6.29M
2
+$4.54M
3
+$1.32M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$975K
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$973K

Sector Composition

1 Technology 1.68%
2 Financials 0.7%
3 Energy 0.47%
4 Consumer Discretionary 0.41%
5 Consumer Staples 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.05%
+9,701
102
$208K 0.05%
20,000
103
$208K 0.05%
+7,026
104
$205K 0.05%
2,005
105
– –
-1,559
106
– –
-5,387
107
– –
-5,114
108
– –
-4,519
109
– –
-6,659
110
– –
-3,245
111
– –
-13,247
112
– –
-483,415
1 2 3 4
5